PTM WEALTH MANAGEMENT, LLC

Q4 2025 13F Holdings

Location
North Wales, X1
Holdings as of
12/31/2025
Value ($000)
$177,208
Num holdings
56
Date filed
1/9/2026
Form type
13F-HR
Prev filing
10/27/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type